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Wealth Management Client Service jobs in England

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CLIENT SERVICES EXECUTIVE , WEALTH MANAGEMENT , LEEDS

The Client Services Executive is expected to consult with investmentoperations teams when needed as well as process payments and amend client accounts, ensuring that financial transactions are completed accurately and efficiently...

CompanyJj Search
AddressLeeds, West Yorkshire
CategoryBanking
Salary£28,000 - £35,000/annum
Job typePermanent
Date Posted 2 weeks ago See detail

Client Services Executive , Wealth Management , Leeds

Jj Search

Leeds, West Yorkshire

£28,000 - £35,000/annum

The Client Services Executive is expected to consult with investmentoperations teams when needed as well as process payments and amend client accounts, ensuring that financial transactions are completed accurately and efficiently...

2 weeks ago seen See more...

Client Service Manager

Aon

South East

Competitive salary

The CSM is actively expected to contribute to Client Management Leadership, GBS and broader OLB initiatives. How this opportunity is different The CSM is ultimately accountable for the delivery of all elements of the service provi...

yesterday seen

Client Services Manager- Chartered Financial planning Firm

Njr Recruitment

Shrewsbury, Shropshire

35000.00 GBP Annual

Client Services Manager - Chartered Financial Planning Firm Locations: Shrewsbury/StaffordSalary: 25,000 - 35,000Our client, an 'Independent' firm of Chartered Financial Planners now requires an additional Administrator to join th...

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Pension Client Services Manager

Alexander Lloyd

Lancashire, England

Manage and support relationships with trustees and sponsors of DB pension schemes. Attend client meetings, virtually and possibly face-to-face. Oversee specific projects such as data and GMP equalisation. Ensure full compliance wi...

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Acquisition/Integration Support -Private Client Wealth Management-

Financial Divisions

London, England

30000.00 - 35000.00 GBP Annual

This position is perfect for individuals eager to start their careers in the Wealth Management sector while developing operational and administrative skills, particularly in Excel. While experience in Wealth Management or financia...

2 days ago seen See more...

Client Services Manager

Your Talent Solutions Ltd

Altrincham, Greater Manchester

£26,000 - £28,500/annum

Work with clients on a daily basis to review creative and content briefs. Work with the in-house studio to produce content for all customer stores. Work with customers' own design and creative team to collaborate on content for de...

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Client Manager - Private Wealth Services

Gurler Mae Recruitment

London, England

£50,000 - £70,000/annum

Client Manager - Private Wealth ServicesLocation: LondonType: Full Time - Office BaseSalary: Up to 70KClient Profile: Gurler Mae is proud to announce, that we are searching for aClient ManagerPrivate Wealth Services on behalf o...

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Client Services Manager - wealth management - 2 days office / 3 days home

Reed Insurance

Gloucestershire, England

£42,000 - £55,000 per annum, inc benefits

Purpose of the role To lead teams within the business in a way that supports delivery of service excellence and operational efficiency. Coach individuals to achieve high performance; support with Training and Personal Development...

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Client Services Manager - wealth management - 2 days office / 3 days home

Reed Insurance

Somerset, England

£42,000 - £55,000 per annum, inc benefits

Purpose of the role To lead teams within the business in a way that supports delivery of service excellence and operational efficiency. Coach individuals to achieve high performance; support with Training and Personal Development...

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Client Services Manager

Grafton Recruitment

Cheltenham, Gloucestershire

£35,000 - £40,000/annum

An outstanding opportunity for a Client Services Manager to provide high level office support and customer care within a prestigious Financial Planning practice. A rare opportunity to work for a high profile Wealth Management firm...

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Client Services Delivery Manager – L&D

Blue Eskimo

Reading, Berkshire

£30,000 - £40,000/annum

Set up and manage extensive training outsourcing projects. Coordinate customer requirements and define clear project goals. Document the process landscape and optimise existing processes. Create detailed project frameworks and exe...

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Client Services Manager - Retail Point of Sale

The Recruitment Orchard

Whetstone, Leicestershire

Ensure that the service delivery levels are kept above the clients expectations. Attend Face to face client meetings. Take ownership of the overall management of your projects; be the main Point of contact & build relationships...

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Customer Services Manager / Client Relationship Manager

Pace Recruitment

Walsall, West Midlands

£60,000 - £75,000/annum + Bonus + Perks + Progression

Ensure an exceptional client journey for ultra-high net worth individuals. Operate independently of operations and sales teams to maintain client focus. Keep operations and sales teams accountable to clients. Manage high-pressure...

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Client Services Manager

Search

London, England

£50,000/annum 10% Bonus

* To support Account Managers with managing site team, liaising with our various Business Support functions (HR, IT, Health and Safety, Operations and Finance) to ensure team wellbeing, safety and compliance is adhered to at all t...

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Manager, Client Services

Insights Driven Research

London, England

£35,000 - £45,000 a year

Serve as a single point of contact with assigned clients. Coordinate with clients on the execution of their respective projects. Keep clients updated on the status of their projects and ensure that expectations are adequately mana...

a month ago seen See more...

Head of Client Services (Senior Account Manager)

Rise Technical Recruitment

London, England

£70,000 - £90,000/annum Commission, Bonus, Car

Senior Leadership function, managing and mentoring Business Development Managers and Account managers of varying seniority. Responsible for overseeing client experience and ensuring excellent standards of service. Upselling where...

a month ago seen See more...

Client Success Specialist IT Managed Services

Thames 360

Nottinghamshire, England

£30,000 - £45,000 per annum, OTE

This role focuses on fostering key client relationships, driving revenue growth, and ensuring overall satisfaction. Strategic Planning: Collaborate with cross-functional teams to align solutions with client needs and industry tren...

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Client Service Manager

Link Com Consulting Ltd

West Yorkshire, England

£30,000 - £50,000 per annum

Planning effective experiential marketing strategy and creation of costed activity proposals. Effective use of PowerPoint, Excel and relevant photography to communicate campaign plans. Liaising with LINK's in house designers to cr...

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Client Services Manager

Blue Square

Hertfordshire, England

Youre able to demonstrate previous account management / executive experience. Youre commercially aware and a critical thinker. Youre experienced and/or can demonstrate an understanding of the retail / telecommunications industr...

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Client Service Manager

Link Com Consulting Ltd

Leeds, West Yorkshire

£30,000 - £50,000/annum

Planning effective experiential marketing strategy and creation of costed activity proposals. Effective use of PowerPoint, Excel and relevant photography to communicate campaign plans. Liaising with LINK's in house designers to cr...

a month ago seen See more...

Client Services Manager

Home Group Limited

Ipswich, Suffolk

16000.00 GBP Annual

Client Services Manager East Ipswich Permanent, part time (22.5 hours per week), Salary GBP15,698.40 to GBP16,994.40 pro rataand great benefits including Health Cash Plan On call shift payment of GBP14.30 per 8 hour session, Sleep...

a month ago seen See more...

Client Services Manager

Calisen Metering

Lancashire, England

Manage the day to day running of customer and supplier contracts. Act as an escalation point for customer and supplier contractual enquiries and operational queries. Be a Subject Matter Expert of the Calisen Metering operational a...

a month ago seen See more...

Performance & Analytics, Client Service Manager, Senior Associate

Efinancialcareers

South East

Competitive salary

From core custody, accounting, fund administration and shareholder recordkeeping, to complete operations solutions and servicing for alternative assets like OTC derivatives, private equity and real estate, SSGS' tools help our cli...

a month ago seen See more...

Client Services Manager - Global Saas Platform - Fully Remote

Efinancialcareers

South East

Competitive salary

Reporting to the Client Services Director, this is an exciting new global position that would suit a confident, client-focused team-player prolific in managing complex data processes. Being responsible for process compliance from...

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Senior Client Services Manager

Efinancialcareers

South East

Competitive salary

Accountable for providing a quality service or product to customers and stakeholders, using skills/experience built through significant practical experience or training. For team leaders, accountable for ensuring the team the role...

2 months ago seen See more...

Associate Client Services Manager

Omnicom Health Group

Bollington, Cheshire

Drive the project and financial management of multiple projects or programs of work, driving them from brief to completion on time, to budget and aligned with overall account priorities. Demonstrate sound financial acumen and know...

2 months ago seen See more...

Client Service Manager

Recruit Uk

Somerset, England

£42,000 - £55,000 per annum

Competitive salary of 42,000 - 50,000. Discretionary bonus. Hybrid working. 25 days annual leave +/- 5 days. 4x DIS. Private medical insurance. 5% pension contribution. Personal development progression opportunities. Additional...

2 months ago seen See more...

Private Wealth Management Operations, Client Onboarding KYC Vice President- London

Efinancialcareers

South East

Competitive salary

Develop relationships with PWM business teams, PWM Compliance, PWM Legal, and other Operations groups to ensure that PWM Operations is providing the highest quality introductory experience throughout the on boarding process. Devel...

2 months ago seen See more...

Client Service Manager - Financial Services

Mbf.

Gloucestershire, England

Position: Client Service Manager. Location: Gloucester - Hybrid working - requirement to travel to other offices when needed. Reporting to: Head of Client Services. Directly reporting to the Head of Client Services and collaborati...

2 months ago seen See more...

Wealth Management-London-Analyst-Client Onboarding & Configuration

Efinancialcareers

South East

Competitive salary

Develop relationships with PWM business teams, PWM Compliance, PWM Legal, and other Operations groups to ensure that PWM Operations is providing the highest quality introductory experience throughout the on boarding process. Ensur...

2 months ago seen See more...

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